How to update an Action

The following levels can edit actions:  Administrator, Board Secretary, Chair and Senior Executive. 

• Board Members can only update the status of their own action.

Two ways to to find Action Items

1. Via the navigation bar under Meetings 

   2. On the Homepage "My Actions" 

This list shows:

1. Any current actions 
2. The due date (if past due the date will be highlighted in red)
3. The progress level or status of the action

How to:

Update the status: Click on the drop down arrow. A green tick will appear next to it when updated. 

Edit an Action: Click on the pencil  (owner, status, due date, action description etc). Reminder only an Administrator, Board Secretary, Chair and Senior Executive can edit an action.

• You can check the status of all actions in "See all Actions" or from the Actions List under Meetings.
• Actions will be removed from the list when completed and stored under Completed Actions on the Action List

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